BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.42M
3
+$3.07M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.73M
5
JBLU icon
JetBlue
JBLU
+$2.14M

Top Sells

1
+$6.95M
2
+$6.24M
3
+$3.76M
4
BND icon
Vanguard Total Bond Market
BND
+$2.06M
5
AKAM icon
Akamai
AKAM
+$1.65M

Sector Composition

1 Financials 16.74%
2 Consumer Discretionary 14.44%
3 Healthcare 11.31%
4 Industrials 11.25%
5 Technology 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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502
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$0 ﹤0.01%
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506
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517
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518
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$0 ﹤0.01%
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520
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521
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522
$0 ﹤0.01%
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524
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11
525
– –
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18 19 20
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